Platt Wealth Management LLC
CIK
2109497
City
SAN DIEGO
State / Country
CA
Top Portfolio Positions
21 positions ·
$43,637,593 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MNST |
Monster Beverage Corp
Consumer Defensive
|
96,834 | $7,016,591 | 16.08% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
18,435 | $5,422,839 | 12.43% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
16,926 | $4,867,240 | 11.15% | |
| MSFT |
Microsoft Corp
Technology
|
12,792 | $4,735,214 | 10.85% | |
| AAPL |
Apple Inc.
Technology
|
18,542 | $4,705,774 | 10.78% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
14,999 | $3,123,841 | 7.16% | |
| NVDA |
Nvidia Corp
Technology
|
17,502 | $3,052,348 | 6.99% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
2,796 | $2,786,018 | 6.38% | |
| CAT |
Caterpillar Inc
Industrials
|
3,347 | $2,371,215 | 5.43% | |
| LDP |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
Financial Services
|
74,866 | $1,495,074 | 3.43% |
Portfolio Trend
Holdings in LDP
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,495,074 | 74,866 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,762,529 | 83,256 | Shares | Sole | 2026-02-06 | |
| No 13F history on record for this holder in this stock. | ||||||